We are live on ! Find out more
NUMV icon

Nuveen ESG Mid-Cap Value ETF

116 hedge funds and large institutions have $298M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $265M → $298M (+$33M)

1% more funds holding

Funds holding: 115116 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 80.27%80.22% (-0.05%)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

Holders
116
Holders Change
+1
Holders Change %
+0.87%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
39
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWA
26
WCG Wealth Advisors
Nevada
$1.47M +$105 +3 +0%
RCG
27
Regatta Capital Group
California
$1.36M -$145K -4,154 -10%
OWM
28
Opes Wealth Management
California
$1.15M +$34.8K +1,000 +3%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.04M
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$1.01M -$37.4K -1,072 -4%
HWA
31
Heritage Wealth Advisors
Virginia
$1M +$4.25K +122 +0.5%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$974K +$14.7K +423 +2%
Mariner
33
Mariner
Kansas
$970K +$239K +6,856 +35%
WP
34
WealthShield Partners
North Carolina
$901K -$12.3K -353 -1%
RWP
35
Revolve Wealth Partners
New Jersey
$886K +$53.2K +1,528 +7%
CAM
36
Cresset Asset Management
Illinois
$850K -$81.5K -2,340 -9%
RFA
37
RTD Financial Advisors
Pennsylvania
$835K +$216K +6,202 +38%
AA
38
Addison Advisors
Vermont
$772K +$36.8K +1,055 +5%
NA
39
NewEdge Advisors
Louisiana
$753K +$120K +3,442 +20%
Osaic Holdings
40
Osaic Holdings
Arizona
$750K -$192K -5,510 -21%
CA
41
Carson Advisory
Georgia
$721K
PFBT
42
Parkside Financial Bank & Trust
Missouri
$717K -$41.9K -1,201 -6%
FWM
43
Fingerlakes Wealth Management
New York
$698K -$1.11K -32 -0.2%
RW
44
RVW Wealth
California
$695K +$558 +16 +0.1%
CB
45
Commerce Bank
Missouri
$686K -$56.8K -1,630 -8%
CCM
46
Coldstream Capital Management
Washington
$666K
Stifel Financial
47
Stifel Financial
Missouri
$639K -$1.29K -37 -0.2%
NCM
48
Neumann Capital Management
California
$546K
CTC
49
Central Trust Company
Missouri
$545K +$18.9K +541 +4%
WT
50
Whittier Trust
California
$465K